Longmont Seminar Series - Retirement Income Planning


    Longmont Seminar Series - Retirement Income Planning *

    A big consideration of retirement planning is charting a course to make your money last. Hear about four steps that are important to developing a steady income stream:

    • Size up your current situation and sources of income
    • Choose a distribution method
    • Develop an investment strategy
    • Prepare for the unexpected 

    * Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    Date: October 16, 2012
    Time: 12:00 PM - 1:30 PM
    Location: Elevations Credit Union Training Center  ( view map )
    Address: 2050 Terry Street, Suite 101, Longmont CO

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